TKG Advisors’s Equitable Holdings EQH Stock Holding History

TKG Advisors’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-63,165	Closed	-$1.81M	–	97
2022 Q4	$1.81M	Buy	+63,165	New	+$1.87M	1.19%	30

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TKG Advisors's EQH Position: Q1 2023 in Review

TKG Advisors sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 63,165 shares — an estimated $1.81M sold.

TKG Advisors first reported a position in EQH in Q4 2022 and held it in 1 quarter. The position peaked at $1.81M in Q4 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

TKG Advisors reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
TKG Advisors sold 63,165 Equitable Holdings shares in Q1 2023, an estimated $1.81M.
TKG Advisors first reported a position in Equitable Holdings in Q4 2022 and held it in 1 quarter.
TKG Advisors's Equitable Holdings position peaked at $1.81M in Q4 2022.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on TKG Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.